CAC
GRID

Certified Advisory Corp’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Certified Advisory Corp’s Portfolio GRID Stock Details GRID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$895K Buy
4,667
+2,816
+152% +$529K 0.07% 176
2026
Q1 		$303K Buy
+1,851
New +$308K 0.03% 265

Other funds holding GRID

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
PCM
Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
BI
BFI Infinity Zurich, Switzerland $337M AUM 45.22% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

Certified Advisory Corp's GRID Position: Q2 2026 in Review

Certified Advisory Corp increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 152% in Q2 2026, buying an estimated $529K and bringing the position to 4,667 shares worth $895K. The position accounts for 0.07% of the portfolio, ranked #176.

Certified Advisory Corp first reported a position in GRID in Q1 2026 and has held it in 2 quarters since. 220 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Certified Advisory Corp held 4,667 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $895K as of Q2 2026.
  • Certified Advisory Corp bought 2,816 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $529K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.07% of Certified Advisory Corp's portfolio in Q2 2026, its #176 holding.
  • Certified Advisory Corp first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q1 2026 and has held it in 2 quarters since.
  • 220 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.